LSA
MORN icon

Leonteq Securities AG’s Morningstar MORN Stock Holding History

Leonteq Securities AG’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,113
Closed -$334K – 1307
2025
Q1 		$334K Buy
1,113
+157
+16% +$49.4K 0.02% 440
2024
Q4 		$322K Buy
956
+112
+13% +$38.2K 0.02% 441
2024
Q3 		$269K Buy
+844
New +$262K 0.02% 428
2023
Q1 		– Sell
-2,322
Closed -$503K – 1283
2022
Q4 		$503K Buy
+2,322
New +$529K 0.02% 382
2022
Q3 		– Sell
-830
Closed -$201K – 1325
2022
Q2 		$201K Hold
830
– – 0.01% 551
2022
Q1 		$227K Hold
830
– – 0.01% 565
2021
Q4 		$284K Buy
830
+350
+73% +$108K 0.01% 554
2021
Q3 		$124K Buy
+480
New +$126K 0.01% 676

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Leonteq Securities AG's MORN Position: Q2 2025 in Review

Leonteq Securities AG sold out of Morningstar (MORN) in Q2 2025, closing a stake of 1,113 shares — an estimated $334K sold.

Leonteq Securities AG first reported a position in MORN in Q3 2021 and held it in 8 quarters. The position peaked at $503K in Q4 2022. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Leonteq Securities AG reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Leonteq Securities AG sold 1,113 Morningstar shares in Q2 2025, an estimated $334K.
  • Leonteq Securities AG first reported a position in Morningstar in Q3 2021 and held it in 8 quarters.
  • Leonteq Securities AG's Morningstar position peaked at $503K in Q4 2022.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Leonteq Securities AG's 13F filing for Q2 2025, filed 17 Feb 2026.